Janiczek Wealth Management’s Vail Resorts MTN Stock Holding History

Janiczek Wealth Management’s Portfolio MTN Stock Details MTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$548	Buy	+3	New	+$597	﹤0.01%	995
2024 Q1	–	Sell	-10	Closed	-$2.13K	–	1136
2023 Q4	$2.13K	Hold	10	–	–	﹤0.01%	846
2023 Q3	$2.22K	Hold	10	–	–	﹤0.01%	820
2023 Q2	$2.52K	Hold	10	–	–	﹤0.01%	747
2023 Q1	$2.45K	Hold	10	–	–	﹤0.01%	747
2022 Q4	$2.48K	Buy	+10	New	+$2.35K	﹤0.01%	745
2020 Q3	–	Sell	-8	Closed	-$1K	–	697
2020 Q2	$1K	Buy	+8	New	+$1.4K	﹤0.01%	345

Other funds holding MTN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Janiczek Wealth Management's MTN Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in Vail Resorts (MTN) in Q2 2024: 3 shares worth $548. The stake represents ﹤0.01% of the portfolio and ranks #995 among its holdings. This is a return to the name: Janiczek Wealth Management previously reported a position in MTN as recently as Q4 2023.

Janiczek Wealth Management first reported a position in MTN in Q2 2020 and has held it in 7 quarters since. The position peaked at $2.52K in Q2 2023. 473 funds tracked by Wall St. Rank hold MTN as of Q2 2024.

Janiczek Wealth Management held 3 shares of Vail Resorts worth $548 as of Q2 2024.
Vail Resorts was a new Janiczek Wealth Management position in Q2 2024.
Vail Resorts made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #995 holding.
Janiczek Wealth Management first reported a position in Vail Resorts in Q2 2020 and has held it in 7 quarters since.
Janiczek Wealth Management's Vail Resorts position peaked at $2.52K in Q2 2023.
473 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.